Cerity Partners
NDAQ icon

Cerity Partners’s Nasdaq NDAQ Stock Holding History

Cerity Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.5M Sell
171,627
-17,891
-9% -$1.57M 0.02% 620
2026
Q1 		$16.1M Sell
189,518
-11,414
-6% -$1.02M 0.02% 512
2025
Q4 		$19.5M Buy
200,932
+51,328
+34% +$4.62M 0.03% 423
2025
Q3 		$13.2M Buy
149,604
+17,796
+14% +$1.65M 0.02% 483
2025
Q2 		$11.8M Buy
131,808
+17,936
+16% +$1.43M 0.02% 484
2025
Q1 		$8.64M Buy
113,872
+6
+0% +$472 0.02% 540
2024
Q4 		$8.35M Sell
113,866
-3,992
-3% -$309K 0.02% 544
2024
Q3 		$8.6M Buy
117,858
+55,202
+88% +$3.77M 0.02% 533
2024
Q2 		$3.78M Sell
62,656
-53,854
-46% -$3.26M 0.01% 693
2024
Q1 		$7.35M Buy
116,510
+106,026
+1,011% +$6.13M 0.02% 540
2023
Q4 		$610K Buy
10,484
+3,403
+48% +$179K ﹤0.01% 1189
2023
Q3 		$344K Buy
7,081
+756
+12% +$38.3K ﹤0.01% 1107
2023
Q2 		$315K Sell
6,325
-1,334
-17% -$72.3K ﹤0.01% 1372
2023
Q1 		$419K Buy
7,659
+2,090
+38% +$121K ﹤0.01% 1380
2022
Q4 		$342K Sell
5,569
-11
-0.2% -$685 ﹤0.01% 1095
2022
Q3 		$316K Sell
5,580
-204
-4% -$12K ﹤0.01% 866
2022
Q2 		$294K Buy
5,784
+1,101
+24% +$58.3K ﹤0.01% 913
2022
Q1 		$278K Buy
+4,683
New +$277K ﹤0.01% 754

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cerity Partners's NDAQ Position: Q2 2026 in Review

Cerity Partners reduced its Nasdaq (NDAQ) stake by 9.4% in Q2 2026, selling an estimated $1.57M and leaving 171,627 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #620.

Cerity Partners first reported a position in NDAQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $19.5M in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Cerity Partners held 171,627 shares of Nasdaq worth $13.5M as of Q2 2026.
  • Cerity Partners sold 17,891 Nasdaq shares in Q2 2026, an estimated $1.57M.
  • Nasdaq made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #620 holding.
  • Cerity Partners first reported a position in Nasdaq in Q1 2022 and has held it in 18 quarters since.
  • Cerity Partners's Nasdaq position peaked at $19.5M in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.